1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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Non-branch Location
Washington,
DC
20036
Phone: 800.216.0645
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Introduction
CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.
Our Team
CAPTRUST’s Washington DC-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans.
Francetta (Fran) Slacum
Senior Financial Advisor,
Relationship Manager
Jason Bart
Financial Advisor,
Advice & Wellness
News & Resources
Resources
Resources
4 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Wealth Management
7 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Resources
7 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
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